Emburse Analytics Quick-Start Guide

This video and guide will get you up and running with Emburse Analytics quickly by showing you how find, run, schedule, and customize dashboards and reports in Emburse Analytics.

The sections below will get you started with standard reports and dashboards. See the following areas of the Help Center for more details on creating and editing ad hoc reports and dashboards.

How to Navigate Emburse Analytics

When you open Emburse Analytics, you will see the default dashboard. To access more content, click All in the upper left corner.

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You will see the following standard folders:

  • Personal Folder: Labeled with your name, this folder includes all the reports and dashboards you have created and cannot be accessed by anyone else.
  • Emburse Analytics Folder: This folder contains all Emburse-created content, including standard reports and dashboards.
  • Emburse Analytics Pro Folder: If your organization subscribes to Emburse Analytics Pro, users with the Creator user type will see this folder containing all Pro dashboards and reports.
  • Organizational Folder: Labeled with your company's name, this folder contains reports and dashboards shared throughout the organization.

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See Folder Contents & Access for complete details on folders.

How to Find Standard Reports & Dashboards

The Emburse Analytics folder contains subfolders for each Emburse business unit to which your organization subscribes. The image below shows the contents for Chrome River subscriptions.

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Inside each folder, you will find preconfigured dashboards (yellow icons) and reports (green icons). Double-click on the desired report or dashboard to run it.

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Interact with Dashboards

A dashboard is a collection of individual reports that may be visualized different ways. You may interact with dashboards by clicking inside any of their tiles.

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Or you may select from the filter values across the top and click the refresh button in the upper right.

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Any filter values you apply will be saved across the top of the dashboard to help you keep track of your analysis.

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You may drill through to detailed data by right-clicking inside any dashboard tile.

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Click the Information icons to understand how the data you are viewing is calculated.

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Schedule Dashboards

If your user type permits scheduling, click on the Dashboard Actions (three dots) button in the upper right and select Schedule Delivery.

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If you have already created scheduled reports or dashboards, click New on the Schedules pane. Otherwise, clicking Schedule Delivery will take you straight to the Schedule Delivery pane.

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In the Schedule Delivery pane, select the desired parameters and click Save. See Scheduling a Report or Dashboard for complete details.

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Customize Standard Dashboards

Users with Creator permissions may modify standard dashboards.

The first step is to make a copy of the dashboard you wish to customize. Select it and click the Copy button in the upper right.

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Choose where you want the customized dashboard to be located and click Copy Here.

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You will be taken to the folder where the dashboard was saved. Double-click on the copied dashboard to open it. QS - Saved Location.png

 

To edit a dashboard, click the Dashboard Actions (three dots) button and select Edit Dashboard.

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The blue bar at the top of the screen indicates that you are in Edit mode.

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Add Dashboard Filters

To add a filter to a dashboard, click Filters and select Add Filter.

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In the Filter By box, begin typing the name of the field you want to filter by, then click on the field in the list to select it.

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Select the desired filter options and click Add.

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Add Dashboard Visualizations

The easiest way to customize your dashboard visualizations is to duplicate an existing tile and make changes to it.

In the desired tile, click the Tile Actions (three dots) button in the upper right and select Duplicate Tile.

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When the new duplicate tile opens, click its Tile Actions (three dots) button and select Edit.

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You may also create a new visualization from scratch by clicking Add in the upper right corner and selecting Visualization.

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Example Custom Visualization

In this example, we will create a trend of department chart by duplicating the Expense Spend By Export Month tile and clicking Edit.

Use the Find a Field box to search for Part of Dept and click on the one under Expense Owner > Dimensions > Part of Dept. This will add that field to the data table at the bottom.

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We only need to see the department name and the amount in our trend chart, so we can remove the unnecessary fields by clicking on the gear button at the top right of their column headings and selecting Remove.

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Once you have removed all but the Expense Owner Part of Dept and Expense Line Amount Customer fields, click Run in the upper right corner.

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Now you may use the options in the Visualization bar to change how the data appears.

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Once you have selected the desired visualization type, give your new chart a name in the upper left corner, then click Save in the upper right corner.

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Click on the bottom right corner of any dashboard tile to resize it.

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Click on the top left corner of any dashboard tile to drag it to a new position on the dashboard.

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When you are happy with your changes, click Save in the upper right corner.

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Run Standard Reports

In the appropriate folder, double-click on the desired standard report to open it.

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The visualization for the report in this example is a table. 

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Click Filters in the upper left corner to view and edit the report's filters.

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Edit the filters as necessary, then click Run.

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Tables offer the ability to sort on one or multiple columns and to reorder the columns by clicking and dragging.

Hover over the right side of the column header to view the Column Options (three dots) button and the Sort button.

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Grab anywhere in the column header to drag the column to a new position.

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Schedule Standard Reports

If your user type permits scheduling, click on the Explore Actions (gear) button and select Schedule.

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On the Schedule pop-up window, click New.

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Adjust the settings as desired, then click Save All.

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Customize Standard Reports

Users with Creator permissions may modify standard reports.

The first step is to make a copy of the standard report you wish to customize. Select it and click the Copy button in the upper right.

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Choose where you want the customized report to be located and click Copy Here.

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You will be taken to the folder where the report was saved. Double-click on it to open it.

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To edit the copied report, click the Explore Actions (gear) button and select Edit

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The blue bar at the top of the screen indicates that you are in Edit mode.

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Add a Field

To add a field to the report, you may search through the tree on the left or start typing the name in the search box. Click the desired field to add it to the report.

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The new field will appear as a column on the far right side of the report.

If the field is a Dimension, you may rearrange its position in the Data section. But if the field is a Measure, it will be pinned to the far right, and any future Dimensions added will appear to the left of that Measure.

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Add a Filter

To add a filter to the report, hover over the desired field and click the Filter By Field (funnel) button.

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A filter with that field will be added to the Filters section.

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When you are finished customizing the report, click Save in the upper right.

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